Cornerstone Advisors Asset Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cornerstone Advisors Asset Management’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.9M	Buy	325,418 +20,753	+7%	+$1.66M	3.84%	7
2025 Q4	$24.4M	Buy	304,665 +6,545	+2%	+$521K	3.97%	7
2025 Q3	$23.4M	Sell	298,120 -9,673	-3%	-$730K	4.08%	7
2025 Q2	$22.4M	Buy	307,793 +6,098	+2%	+$410K	4.31%	7
2025 Q1	$19.8M	Buy	301,695 +1,277	+0.4%	+$88.3K	4.06%	7
2024 Q4	$20.7M	Buy	300,418 +560	+0.2%	+$38.8K	4.48%	7
2024 Q3	$20.2M	Buy	299,858 +116,845	+64%	+$7.6M	4.48%	7
2024 Q2	$11.7M	Buy	183,013 +166,472	+1,006%	+$10.2M	3.31%	7
2024 Q1	$1.02M	Buy	+16,541	New	+$969K	0.36%	45

Other funds holding SPYM

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return